James
Clark
Worth Asset Management
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About this Advisor
James Clark is a financial advisor who works in Dallas, Texas with 10 years of industry experience. Clark is an advisor for Worth Asset Management. Throughout their career, they have worked at Worth Finanacial Group, Mowery Capital Management LLC and Worth Asset Management LLC. Clark maintains a Series 63 license, which qualifies them as a securities broker, and is able to operate in Florida and Texas. Worth Asset Management is an advisory company operating out of Dallas, TX. The company has a total of eight advisors. It controls $247 million in assets under management between its 290 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 290 accounts, 24% are held by high-net-worth investors who have greater than $1 million in investable assets. The advisory firm provides a set of services, such as portfolio management for individuals and small businesses, educational seminars and other services. Fees for financial management largely are based on the services offered. However, fee types charged by Worth Asset Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Worth Asset Management Brokerage Details
$247,254,641
8
290
$852,602
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
James Clark Work History
James has been registered as a financial advisor for 10 years.*
Worth Asset Management LLC
Mowery Capital Management LLC
Worth Finanacial Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Clark to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Worth Asset Management
Dallas, TX
Frisco, TX
Dallas, TX
Prosper, TX
Dallas, TX
Waxahachie, TX
Dallas, TX
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